Freedman Financial Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-150
| Closed | -$26K | – | 292 |
|
|
2022
Q1 | $26K | Hold |
150
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $27K | Hold |
150
| – | – | 0.02% | 266 |
|
|
2021
Q3 | $26K | Hold |
150
| – | – | 0.02% | 265 |
|
|
2021
Q2 | $26K | Hold |
150
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $24K | Hold |
150
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $24K | Buy |
+150
| New | +$24K | 0.02% | 276 |
|